800V高压快充浪潮开启！政策持续助跑下，行业爆发时刻即将来临？

格隆汇2023-11-29

今日上午，高压快充板块表现活跃，截至午盘，永贵电器、泰永长征涨停，宝馨科技、鑫宏业、申菱环境涨超6%，许继电器、双杰电气、动力源等纷纷跟涨。消息上，昨日，华为常务董事、智能汽车解决方案BU董事长余承东表示，智界S7搭载全新华为“巨鲸”800V高压电池平台，可实现充电5分钟续航215km，CLTC综合续航达855km，开启双800纯电里程。在鸿蒙智行充电服务方面，实现全国覆盖超过340个城市、...

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With the continuous run-up of policies, the time of industry outbreak is coming?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300351":0.9,"301018":0.9,"301310":0.9,"002927":0.9,"002514":0.9,"TSLA":0.63},"content_text":"今日上午，高压快充板块表现活跃，截至午盘，永贵电器、泰永长征涨停，宝馨科技、鑫宏业、申菱环境涨超6%，许继电器、双杰电气、动力源等纷纷跟涨。消息上，昨日，华为常务董事、智能汽车解决方案BU董事长余承东表示，智界S7搭载全新华为“巨鲸”800V高压电池平台，可实现充电5分钟续航215km，CLTC综合续航达855km，开启双800纯电里程。在鸿蒙智行充电服务方面，实现全国覆盖超过340个城市、4500个高速充电站、70万个公共充电枪，预计2024年底布局超过10万个华为全液冷超快充。（液冷超充终端最大输出功率600kW，最快接近“一秒一公里”极速补能。）同日，特斯拉宣布，中国大陆地区特斯拉全场景充电网络开放升级，家庭充电产品系列、目的地充电站、超级充电站支持更多非特斯拉车辆。车企积极布局，高电压快充技术应用规模持续扩大据悉，目前主流新能源整车高压电气系统电压范围一般为230V-450V，统称为400V系统;快充应用下，整车高压电气系统电压范围提升到550-930V，可统称为800V系统。此前，800V高压快充技术只搭载在50万以上的电动车上，但在这种高压快充技术被小鹏G6和智己LS6分别带到20万级别的车上后，在刚刚结束的广州车展上可以看到，新能源汽车领域已然迎来了800V高压快充上车的浪潮。近期，包括吉利银河E8、星途星纪元ES，还是极氪001、极狐阿尔法T5，理想MEGA和小鹏X9等在内的多款车型，都不约而同搭载了800V高压快充技术，并且其中多个车型预订量情况表现亮眼。作为新能源汽车发展路上一项真正“卡脖子”的技术，如果能确保800V高压系统这一精密电气系统的安全性能，同时又能通过降本提效进一步下放到20万以下价格带的车型上，再辅之以车企自建和第三方共建的超快充基建规模效应形成。届时，充电速度堪比加油、充电体验堪比换电的高压超级快充，或会真正影响未来纯电汽车的走势甚至格局的洗牌。政策密集出台，加速超充桩建设随着新能源汽车渗透率持续提升，充电桩作为其重要补能设施发展进程加速，其中，快充桩的建设尤为关键。2021年11月，国家发改委发布《新能源汽车产业发展规划(2021—2035年)》，规划提出“加快形成适度超前、快充为主、慢充为辅的高速公路和城乡公共充电网络”。今年下半年以来，全国多地密集发了布相关文件明确充电桩建设目标。据不完全统计，自今年7月份以来，包括上海、广州、深圳、浙江等至少13个省市出台了有关促进充电桩建设的相关政策，其中，北京、重庆等地相关政策中均提及有关快充桩以及大功率充电桩的建设。需求方面，截至今年10月，全国充电桩保有量为795.40万台，其中公共充电桩保有量252.50万台，保有量同比50.32%，环比2.58%。充电桩保有量虽然已经达到一定规模，但在需求上仍存在较大缺口。截至今年三季度末，我国新能源车桩比2.38：1、公共车桩比7.40：1，这与工信部要求的2025年实现车桩比2:1,2030年实现1:1的目标仍有一定差距。分析师预计，国内充电桩市场规模2022-2025年CAGR71.1%，预计2023-2025年国内充电模块市场规模分别为89亿元、148亿元、235亿元。光大证券表示，800V高压平台车型及规划陆续推出，宁德4C磷酸铁锂快充电池加速超充趋势落地，超充桩建设成为高压快充推广的制约因素。超充桩成为充电桩投资侧重点，建议关注大功率直流桩占比高的整桩企业、液冷模块、液冷枪线等技术升级方向。华西证券认为，在众多车企的优质高压快充车型推出、国家以及地方层面的政策支持、行业技术标准的持续完善等因素的推动下，高压快充技术应用规模有望持续扩大。电动汽车高压架构的应用下，电池及电池材料、电机电控、充电桩等也将随之技术更新升级。目前，各环节均已有多家主流厂商进行快充产品应用布局，部分厂商的快充产品已实现批量供货。未来，随着高压快充技术应用的进一步扩大，新能源汽车加速渗透，产业链多环节有望迎来广阔机遇。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2387357108"}